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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Recordkeeping | $25,817 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 28 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $21,324 |
PEERY & ASSOCIATES, INC.1 year Filed as: PEERY & ASSCOAITES, INC. Service code 12 · EIN 94-3274051 | Claims processing; Consulting (general) | $6,459 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $6,115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,176 | $101,653-70.3% | $147,080-79.5% | $74,459-59.5% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 13.55% | 8754.98%-8741.4pp | 420.17%-406.6pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $513 | $3,813-86.5% | $4,933-89.6% | $2,626-80.5% |
| Participant deferral / active EE | $4,425 | $7,304-39.4% | $8,066-45.1% | $4,350+1.7% |
| Admin fee / account holder | $301 | $1,752-82.8% | $12,989-97.7% | $1,945-84.5% |